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Bob Finance Logo

Strategic financial planning platform for decision making

Table of Contents

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Bob Finance - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: December 2025

Bob Finance overview

Based on 57 verified user reviews

What is Bob Finance?

By industry, Mosaic reviewers are most commonly professionals in computer software (35%). The most frequent use case for Mosaic cited by reviewers is financial reporting (75% of reviewers).

What are the most popular integrations for Bob Finance?

The Mosaic integration most frequently cited by reviewers is QuickBooks Online, an accounting product rated 5.0 out of 5 for its integration with Mosaic.

Starting price

Free

Alternatives

with better value for money


Pros & Cons

Financial Reporting

Pricing

Training and Learning Curve

Revenue Modeling

Bob Finance’s user interface

Ease of use rating:

Bob Finance pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(13)
5(44)

What do users say about Bob Finance?

By industry, Mosaic reviewers are most commonly professionals in computer software (35%). The most frequent use case for Mosaic cited by reviewers is financial reporting (75% of reviewers).

Select to learn more


Who uses Bob Finance?

Based on 57 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Computer Software
Information Technology and Services
Marketing and Advertising
Financial Services
Others

Use cases

Financial Reporting
Budgeting
Dashboard
Data Analysis
Data Visualization

Bob Finance's key features

Most critical features, based on insights from Bob Finance users:

Budgeting/Forecasting
Forecasting
Data connectors
Multiple data sources
Financial reporting
Financial management

All Bob Finance features

Features rating:

Performance metrics
Pipeline management
Modeling & simulation
KPI monitoring
Predictive analytics
Functions/Calculations
Financial analysis
Real-Time data
Drag & drop
Reporting/Analytics
Data discovery
Dashboard creation
Dashboard
Customizable reports
Customizable fields
Communication management
Visual analytics
Third-Party integrations
Collaboration tools
Secure data storage
Self service data preparation
Profit/Loss statement
Real-Time reporting
Data import/export
Reporting & statistics
Data visualization
Cash management
Strategic planning
Real-Time monitoring
Access controls/permissions
Workflow management
Multi-Currency
Pipeline reports
Sales trend analysis
Version control
Planning Tools
Trend analysis
Private dashboards
Sales reports
Projections
Sales forecasting
Public dashboards
Scenario planning
Real time editing
Real-Time analytics
Statistical analysis
Role-Based permissions
Self-Service reporting
Single page view
Real-Time updates
"What if" scenarios
Accounting integration
Activity dashboard
Activity tracking
Ad hoc Analysis
Ad hoc query
Ad hoc reporting
Alerts/Notifications
API
Cash flow management
Charting
Commenting/Notes
Consolidation/Roll-Up
Correlation Analysis
Customizable dashboard
Customizable templates
Data extraction
Data management
Data synchronization
Dynamic modeling
Employee management
Exception Reporting
Expense management
File sharing
For investment advisors
General ledger
Graphical data presentation
Income & balance sheet
Integrated business operations
Key performance indicators
Monitoring
Multi-Department/Project

Bob Finance awards

Bob Finance alternatives

Bob Finance logo

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
QuickBooks Online logo
learn more

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Xero logo
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Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
NetSuite logo
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Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Bob Finance pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Analytics

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • Recommended for 0-50 FTEs
  • Analytics module
  • Automated ERP, HRIS, CRM Data Connectors

Foundation

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • Recommended for 0-50 FTEs
  • Analytics & Planning modules

Growth

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • Recommended for 51+ FTEs
  • Metric Builder, vendor-level forecasting, top-down headcount planning

User opinions about Bob Finance price and value

Value for money rating:

To see what individual users think of Bob Finance's price and value, check out the review snippets below.

“We have had a great overall experience. I love the AI forecasting tools, it helps us to keep moving in the right direction.”
JM

Julie M.

Billing Coordinator

“It has been a very good experience so far. The team is responsive and the tools are great.”
BA

Bruna A.

Business Intelligence Analyst

Bob Finance integrations (22)

Integrations rated by users

We looked at 57 user reviews to identify which products are mentioned as Bob Finance integrations and how users feel about them.

Integration rating: 5.0 (7)

NetSuite logo
NetSuite

Integration rating: 5.0 (5)

HubSpot CRM logo
HubSpot CRM

Integration rating: 4.5 (4)

BambooHR logo
BambooHR

Integration rating: 5.0 (3)

Justworks logo
Justworks

Integration rating: 5.0 (2)

Gusto logo
Gusto

Integration rating: 4.5 (2)

Xero logo
Xero

Integration rating: 5.0 (2)

Integration rating: 4.0 (1)

Maxio logo
Maxio

Integration rating: 5.0 (1)

Snowflake logo
Snowflake

Integration rating: 5.0 (1)

Stripe logo
Stripe

Integration rating: 5.0 (1)

Bob Finance support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base
Phone Support
FAQs/Forum

Training options

Live Online
Documentation

Bob Finance FAQs

Q. Who are the typical users of Bob Finance?

Bob Finance has the following typical customers:
Mid Size Business, Small Business

These products have better value for money


Q. What is Bob Finance used for?

Bob Finance is a financial planning platform that helps small to midsize businesses with real-time financial analytics and planning. It includes expense planning tools for controlling spend across any dimension, integrated revenue planning capabilities for driving growth, and headcount planning to forecast employee costs. Bob Finance's Metric Builder provides metrics along with customization options to track key performance indicators (KPIs). It facilitates integration with various third-party systems.


Q. What are the benefits of using Bob Finance?

• Provides real-time financial analytics and planning to improve decision making
• Offers integrated tools for expense, revenue, headcount, and cashflow planning in one platform
• Enables collaborative budgeting across departments for alignment
• Includes pre-built metrics and customization to track key performance indicators (KPIs)
• Automates reporting and consolidations for financial planning


Q. What languages does Bob Finance support?

Bob Finance supports the following languages:
English


Q. Does Bob Finance offer an API?

No, Bob Finance does not have an API available.


Q. What level of support does Bob Finance offer?

Bob Finance offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, FAQs/Forum

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